GENESIS PRIVATE WEALTH, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1965529
ASHBURN, VA
Position in IBKR
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$205,240
+$610 QoQ
Shares Held
2,358
-22.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#883
of 1,105 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GENESIS PRIVATE WEALTH, LLC holds $753,514 across 3 Capital Markets names. IBKR ranks #3 (27.2% of the industry book) .
All Filings in IBKR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,240 | 2,358 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $204,630 | 3,051 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||